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  • Vincent_Causse on July 20, 2021
    0 upvotes
    2 Replies
    Hi, I try to configure a new integration between Hubspot and Pandadoc with Integromat. Target : send document pandadoc when deal hubspot are in specific deal stage. Realisation : Sending is ok, token in pandadoc are recuperated in hubspot. ...
    August 02, 2021 07:40
    Hi there @Vincent_Causse Michaela from Integromat here! Soooo you’re building a scenario that watches the stage the deal is at. At a certain...
  • Solved
    andrewinfinity on January 10, 2017
    0 upvotes
    2 Replies
    We use the intergration between Hubspot and PandaDOC. We generally open up the panda doc through the deal in Hubspot. If we have gone straight to Panda Doc instead of accessing Panda Doc thru Hubspot can you go back and allowcate that document to th...
    Participant
    May 13, 2020 15:21
    When you are editing a document you can click on the HubSpot icon and link it back to a contact company or deal.
  • GonzaloP on November 01, 2016
    0 upvotes
    2 Replies
    Hi, I would like to know how I can integrate my actual schedule system with Hubspot in a way in which every time I schedule an appointment for my service let's say 2pm, the system emails the client 2.30 with a template I designed. Is that possib...
    Member
    November 03, 2016 17:49
    Hi there, I am using a custom system from which I could make a call into an API or something like that, but so far I couldn't find a way to implement...
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